Joan, Sprotbrough

" Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland.

Already Retired Client since 2017

- Suddenly widowed

We gave Joan reassurance about her financial situation following her husband’s passing, so she could look forward to her future with confidence. Here’s her story:

Joan’s husband became ill and passed away before he retired from work. He had always dealt with their finances, which meant Joan was unclear about her future. She wanted to become more organised but didn’t know where to start.

Paul began by getting the full story from Joan, including how she needed help and what she wanted to achieve in her retirement. Joan’s husband had been employed with the same company for forty years, but there were several options available in respect of his pension. Following an in-depth review, Paul developed a strategy to withdraw a lump sum and leave the rest invested in the pension to provide an income and a comfortable retirement for Joan.

Paul’s detailed advice has enabled Joan to move on with her life without the stress of worry about money. She has been able to achieve things that may not have been possible had she not sought after our advice including renovating a house, which she rents out and paying for her son’s university fees.

Joan is now living her life with confidence, with less financial worry and stress. This has given her a newfound focus, as she continues to tick things off her list in retirement.

Reflecting on our advice, Joan said: "Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland."

Client Stories

Rather than us tell you about how you can benefit from our services. Some of our clients have been kind enough to share their stories about how our financial planning work has impacted and changed their lives.

Planning for retirement

Kevin,
Doncaster

client since 2017

" Without Paul’s advice, we’d have left our pensions where they were. We’ve become good friends with Paul as a result and have even recommended him to family and friends.

Already Retired

Joan,
Sprotbrough

client since 2017

" Paul keeps me in check, he always creates a plan, giving me total confidence. This was certainly the case when we were budgeting for my son’s university in Switzerland.